News & Events

Current Challenges in the Wealth Management Industry and What You Can Do About It
January, 23, 2012
A technology white paper for advisors and wealth management firms

SAVE THE DATE - Salentica 2012 Annual User Group
January, 16, 2012
We are pleased to announce that the 2012 Salentica Annual User Group will take place on June 21, 2012 at the Wyndham Blake Hotel in Chicago.

SCHWAB ANNOUNCED ITS PARTNERSHIP WITH SALENTICA AT IMPACT 2011 - THE FIRST MICROSOFT ISV TO PARTICIPATE IN THE SCHWAB OPENVIEW GATEWAY
November, 3, 2011
Schwab Intelligent Technologies(TM), a subsidiary of The Charles Schwab Corporation, announced yesterday at IMPACT(R) 2011 a new partnership with independent software vendor (ISV) Salentica, which will increase the number of RIA firms that can benefit from Schwab Intelligent Integration. http://www.marketwatch.com/story/schwab-talks-technology-for-independent-investment-advisors-at-annual-conference-2011-11-02/

CRM ROI for Wealth Managers
March, 17, 2011
Benefit from Salentica's years of experience working with wealth managers to understand some of the best practices and key capabilities to look for that will provide a consistently high ROI for CRM initiatives.

Salentica CRM integrated with Advent
June, 29, 2010
Salentica Advisor Desk integrates with Advent to provide users with a single unified view of client accounts and portfolios. With a bi-directional connection to Advent, Salentica will automatically retrieve information and if required, push labels back to Advent. Find out how Salentica Advisor Desk does all that and more in a special webcast on Tuesday, June 29, 2010, 2:00 PM - 3:00 PM EDT

Improve your Client Statements with Salentica Client Book
June, 24, 2010
Wealth managers and family offices have unique demands from their statement and reporting needs. Salentica Client Book was built from the ground up for your business needs, runs on the familiar Microsoft platform. Join us for a Webinar on June 24.

SALENTICA EARNS CERTIFIED FOR MICROSOFT DYNAMICS DISTINCTION FOR SALENTICA ADVISOR DESK FOR WEALTH MANAGERS
April, 26, 2010
Salentica announced today that its Salentica Advisor Desk solution designed for investment advisors, wealth managers and family offices, is now Certified for Microsoft Dynamics, which signifies that the solution has met Microsoft Corp.'s highest standard for partner-developed software. By successfully meeting all certification requirements, Salentica Advisor Desk can now carry the distinct Certified for Microsoft Dynamics logo.